Jones Financial Companies’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
12,737
+2,142
| +20% | +$110K | ﹤0.01% | 1182 |
|
|
2025
Q1 | $540K | Buy |
10,595
+5,211
| +97% | +$266K | ﹤0.01% | 1100 |
|
|
2024
Q4 | $271K | Buy |
5,384
+741
| +16% | +$37.3K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $245K | Buy |
4,643
+3,490
| +303% | +$184K | ﹤0.01% | 1068 |
|
|
2024
Q2 | $57.9K | Buy |
1,153
+329
| +40% | +$16.5K | ﹤0.01% | 1199 |
|
|
2024
Q1 | $41.8K | Buy |
+824
| New | +$41.8K | ﹤0.01% | 765 |
|